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Israeli strikes on Iran (2024, 2025, etc.)

Ryan McBeth does a good breakdown on some next steps post B2 strikes and a bit of a backgrounder on his hopes for the Iranian people:

 
The Pentagon did a presser this morning.

  • 7x B2s struck Iran.
  • 12x (!!!) Massive Ordnance penetrators on Fordow.
  • 2x MOP on Natanz.
  • Buncha Tomahawks on Natanz and Isfahan.
  • The B2 flight west that I and others were watching was a feint.
  • This is to be a limited engagement, the U.S. is at war with Iran’s nuclear ambitions but not Iran (snort).
  • Iran is immediately welcome back at the table and knows exactly what U.S. criteria are.
  • If Iran retaliates, they’re gonna have a bad time.
It looks like they targeted the MOPs on a ventilation shaft at Fordow to get them farther down. (I used to bullseye Womp Rats in my F-18 back home. They’re not much larger than two meters.) Dumb bastards never watched Star Wars I guess.

Various other reactions:
  • Predictable condemnation and urges towards a peaceful settlement across the Middle East. Makes sense, they have the most to lose from this blowing up.
  • British PM Starmer confirms they were advised shortly before the hits. The UK was not involved. Diego Garcia was not used.
  • Iran is of course pissed. Lots of bluster, not much concrete yet. They presumably realize how bad a bind they’re in. However, one ominous comment from them was “you cannot bomb knowledge”, or words to that effect.
  • Iran shot some more missiles at Israel, Israel in response bombed some stuff in Iran
  • So far there has not been any real reprisal from Iran. Strait of Hormuz is not as of yet affected.
Domestic political response in the U.S. is muted so far; it’s Sunday morning after all. Democrats will of course largely oppose this. The MAGA camp seems, initially, to be fractured on this. I’ve seen everything from ‘I hope the Jews and Muslims kill each other’ to ‘neither side eats bacon; not our war’, to of course full-throated (and in some cases rapidly reprogrammed) support of Trump’s actions from a camp that has been decidedly against further foreign entanglements. The ‘he can do no wrong’ effect is on full display. If Trump can indeed keep the U.S. from further involvement, political opposition from the right will simmer down quick. If this turns into more of a thing, it could pose challenges. This may inform Iran’s strategic calculus.

My thoughts: this delays the program, pretty significantly. It does not destroy it. This probably pushed the limits of the MOP, aided by poor engineering choices on Iran’s part. Iran is a country of 90 million, with GDP (PPP) over 1.7 trillion. They can dig deeper holes. The next facility will probably be much farther under a mountain, far too deep to hit, and with more intelligently designed infrastructure that’s less vulnerable. The U.S. won’t be able to fly the Millennium Falcon and an X-Wing in to hit the central reactor. It will be very expensive, but quite doable if Iran accepts the cost.

It would be imprudent to assume much knowledge was lost. What takes a year the first time could take a month or two the second. Yes, some scientists have been taken out… Iran has more, and will train more still. Infrastructure, machines (centrifuges)- all can be rebuilt. As long as the Iranian regime retains power, they’ll probably be back at it. I don’t believe the U.S. position of forcing them to the table will likely work. This will push Iran further into China’s sphere, and Iran continues to produce stuff China wants to buy. Iran will have exports and will have the ability to buy things. It will remain to be seen how much of Iran’s uranium can be recovered from the sites hit… Probably a fair bit.

Iran still has an operating 1000mw nuclear fission reactor at Bushehr. Russia has been offtaking its spent fuel to mitigate proliferation concerns (plutonium is a byproduct). Will that continue? Time will tell.

I think the only way this ends, long term, is with regime change. I think the U.S. administration hopes that’s not the case, and may be blinded by a belief that everything can be a deal. I think Israel recognizes it and will continue to pressure the regime. Decapitation won’t work in that respect; kill Khamenei and his successor will probably be just as much a threat. I think Iran will not abandon the ambition for nuclear weapons without the whole system of government falling. Obviously that would cause its own very dangerous tumult.

Iran could not be allowed to get nukes. If in fact they were a short sprint away, fair enough. Let’s just not mistake this for anything more than turning the clock back a while.
 
The question is...do the Iranians want to close the Straight of Hormuz. China purchases about 90% of Iran's oil exports and that oil flows through the Straight. Close the Straight and you lose the income. You would also be cutting off a sizeable chunk (10+%) of China's oil imports.

China backs Iran not because they share any ideological ties (other than opposing the power of the US) but rather because Iran supplies China with cheap oil. Cut off the oil and how strong will that support continue to be?
 
The question is...do the Iranians want to close the Straight of Hormuz. China purchases about 90% of Iran's oil exports and that oil flows through the Straight. Close the Straight and you lose the income. You would also be cutting off a sizeable chunk (10+%) of China's oil imports.

China backs Iran not because they share any ideological ties (other than opposing the power of the US) but rather because Iran supplies China with cheap oil. Cut off the oil and how strong will that support continue to be?
It’s not a light switch. They can do it selectively depending on the means. Mines, not so much, but missile attacks? Sure.
 
The question is...do the Iranians want to close the Straight of Hormuz. China purchases about 90% of Iran's oil exports and that oil flows through the Straight. Close the Straight and you lose the income. You would also be cutting off a sizeable chunk (10+%) of China's oil imports.

China backs Iran not because they share any ideological ties (other than opposing the power of the US) but rather because Iran supplies China with cheap oil. Cut off the oil and how strong will that support continue to be?
Perhaps the CCP will use its influence to have supply oil pipelines built right through downtown Vancouver.
 

Attachments

Meanwhile, from the Former USSR 2.0 Politicians' Peanut Gallery ....
 
Medvedev isn’t the brightest bulb in the wall.
“What have the Americans accomplished with their nighttime strikes on three nuclear sites in Iran?" Medvedev questioned in a post on social media. "The enrichment of nuclear material -- and, now we can say it outright, the future production of nuclear weapons -- will continue. A number of countries are ready to directly supply Iran with their own nuclear warheads."

All that does is make it much more likely that our Administration will decided to drop something on someone somewhere else…

Furthermore a little tidbit of advice for Iran, one can absolutely bomb knowledge - as long as it’s attached to a body…
 
US Navy will have something to say about that.
Will they though? High oil prices are good for US oil producers, and there seems to be a pretty low GAF about the US consumer when you look at tariff impacts already.
 
Furthermore a little tidbit of advice for Iran, one can absolutely bomb knowledge - as long as it’s attached to a body…
If a country is wholly committed to keeping Iran out of the game, it would not balk at assassinating anyone important. Anyone committed to helping Iran get in the game would have to be wholly committed.

If oil shipments are interdicted, they're interdicted for everyone.
 
China backs Iran not because they share any ideological ties (other than opposing the power of the US) but rather because Iran supplies China with cheap oil. Cut off the oil and how strong will that support continue to be?
And why risk drawing the ire of one of the world's super powers when the other has just shown where you stand with them...

Think life is stressful now, being in the sites of the US of A?

Probably infinitely more stressful having the CCP also turning their crosshairs on you at the same time...


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I think the US will keep their support for anything Iran related at it's current levels.

I don't foresee the US deploying the Army at all in this - the escalation wouldn't be worth it, and would keep the Army bogged down for years (potentially) while other future events are still likely to grow in probability

(AKA China looks at the situation and says "Oh, the US has 3 carriers around the Persian Gulf & their strike groups. And the US Army is now engaged in Iran...time to move on on Taiwan!")
 
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